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WR Wealth Planners’s Arista Networks ANET Stock Holding History

WR Wealth Planners’s Portfolio ANET Stock Details ANET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$551K Sell
4,986
-1,582
-24% -$163K 0.18% 87
2024
Q3 		$630K Buy
6,568
+172
+3% +$15K 0.18% 90
2024
Q2 		$560K Buy
6,396
+6,368
+22,743% +$473K 0.17% 90
2024
Q1 		$2.03K Buy
+28
New +$1.89K ﹤0.01% 881
2023
Q4 		– Sell
-344
Closed -$15.8K – 215
2023
Q3 		$15.8K Hold
344
– – 0.01% 466
2023
Q2 		$13.9K Buy
+344
New +$13.3K 0.01% 491

Other funds holding ANET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's ANET Position: Q4 2024 in Review

WR Wealth Planners reduced its Arista Networks (ANET) stake by 24% in Q4 2024, selling an estimated $163K and leaving 4,986 shares worth $551K. The position accounts for 0.18% of the portfolio, ranked #87.

WR Wealth Planners first reported a position in ANET in Q2 2023 and has held it in 6 quarters since. The position peaked at $630K in Q3 2024. 1,592 funds tracked by Wall St. Rank hold ANET as of Q4 2024.

  • WR Wealth Planners held 4,986 shares of Arista Networks worth $551K as of Q4 2024.
  • WR Wealth Planners sold 1,582 Arista Networks shares in Q4 2024, an estimated $163K.
  • Arista Networks made up 0.18% of WR Wealth Planners's portfolio in Q4 2024, its #87 holding.
  • WR Wealth Planners first reported a position in Arista Networks in Q2 2023 and has held it in 6 quarters since.
  • WR Wealth Planners's Arista Networks position peaked at $630K in Q3 2024.
  • 1,592 funds tracked by Wall St. Rank held Arista Networks as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.